Tips & Tricks for CU*BASE – An Introduction to CU*BASE Tools Need a quick way to show your staff how they can search for, organize and launch CU*BASE tools? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, January 21 2:00 PM – 2:30 PM ET Contact Center Services Webinar With the Xtend Contact Center,… Read more »
Join the Asterisk Intelligence team next month for several educational events. Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training. Then, on Thursday, February 27th, we will be hosting a series of webinars. During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »
![[The Pulse] HA Rollover Results Now Available](https://www.cuanswers.com/wp-content/uploads/thePULSE-6-100x100.png)
HA Rollover Results Now Available Rollover: October 27 – November 5 Now available for your review is the summary report of the unscheduled, emergency HA (high-availability) rollover event performed between October 27 and November 5, 2019. In the report, you will find details about the unfolding circumstances that resulted in a failover and recovery effort… Read more »
Take a look back at some important topics from the first half of January 2020: Hit the Ground Running in 2020 with Analytics Booth! December CU*BASE Monthly Monitor Recap Join the January Vendor Watch Session! Did You Know? You Can Make ‘Currently Serving’ the Default for Your Tellers Show Them the Love! CU*BASE Strategic Release… Read more »
As of January 2020, Rebecca Hall has submitted her resignation as a Xtend Shared Branching Committee member. As of February 2020, this will leave an open position with the Xtend Shared Branching Advisory Committee. If you would like to have the opportunity to sit on the Shared Branching Committee, please submit your resume and a… Read more »
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, January 21 2:00 PM – 2:30 PM ET Contact Center Services Webinar With the Xtend Contact Center,… Read more »
ATTENTION ONLINE CREDIT UNIONS As announced in the 19.05 CU*BASE release and the 19.12 CU*BASE release, beginning March 21, 2020 and continuing monthly for CU*Answers online credit unions, we will begin purging tracker conversations that are outside of the configured retention schedule. We recommend configuring your retention schedule now so that you are prepared when… Read more »
With the passing of the new SECURE Act of 2019, we evaluated CU*BASE tools used for working with IRA accounts. Specifically, we looked at tools for making contributions and for handling member Required Minimum Distributions, since the RMD age was raised from 70 ½ to 72, and contributions to Traditional IRAs are now allowed past… Read more »
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Members have the ability to access their tax statements online via It’s Me 247, just like they do with regular member statements. The CU*Answers Imaging Solutions team can put your member forms online, as well as make them available to staff in CU*BASE.
CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
